Financial Controller
Financial Controllers: Close faster. Reconcile with confidence. Stop rebuilding the same reports every month.
Velixo connects your ERP to Excel so your reports are always current, your reconciliations tie back to the source, and month-end stops being the thing you dread most.
Rated 4.7/5 on G2 by controllers, accountants, and finance teams across 3,400+ companies.
Your ERP holds the data. Getting it into a report your CFO can read is still a two-hour job.
Every month it starts the same way. You export from the ERP, paste into Excel, reformat the layout, check the totals, and then someone asks for a cut you didn’t pull. You start over. By the time you’re done, you’re not sure whether the numbers reflect the final state of the ledger or a version from three hours ago.
It’s not that the process is hard. It’s that it’s entirely manual, entirely fragile, and entirely yours to own. And that’s before you factor in the multi-entity consolidation, the intercompany eliminations, or the reconciliations that need to tie before anything goes to leadership.
You’ve looked at BI tools. They solve a different problem. You don’t need dashboards. You need your reports, formatted the way your organization expects them, with live data, without filing an IT ticket every time the chart of accounts changes.
Here's what changes
Your reports refresh. They don't rebuild.
Velixo pulls live data from your ERP directly into Excel using functions that work the way Excel already does. When you open the file, the numbers are current. When something changes in the ledger, you hit refresh. There is no export step, no paste-over, no version drift. The report you built last quarter still works this quarter. Controllers using Velixo report saving 2 to 3 hours per refresh cycle. For a team running ten or fifteen reports on a monthly close cycle, that adds up fast.
Here's what changes
Reconciliations that tie back to the source.
Account reconciliations, bank reconciliations, intercompany management, Velixo connects each of these directly to your ERP data so you're not maintaining a parallel version of the truth. You can drill from a reconciliation line to the underlying transactions in the ERP without leaving the workbook. If something doesn't tie, you find it in seconds rather than working backwards through a chain of exports. For multi-entity and multi-currency consolidations, Velixo handles the complexity without requiring you to rebuild the model for each entity. One template, live across all of them.
Here's what changes
Write data back, not just out.
Most reporting tools are one-directional. Velixo isn't. Journal entries, budget adjustments, and bulk data updates can be written back to the ERP directly from Excel. That means the analysis and the action happen in the same place. No re-keying what you've already calculated. No copy-paste from a workbook into a data entry screen. For month-end close specifically, this collapses the gap between "I know what the adjustment should be" and "it's actually in the system."
From controllers who made the switch
Velixo Reports has drastically reduced the amount of time it takes for my month-end financial statement preparation. I couldn’t be happier. Excellent product.
Sage Intacct is a better ERP system, but we were lacking the export of formulas to Excel. With Velixo, it was a plug-and-play experience for our existing reports and it’s instant. It saves 2-3 hours every time I hit the refresh button.
Velixo gives Acumatica users Superpowers! Everyone knows Excel. If you know Excel, it's so easy to learn Velixo and utilize all the data accumulated within your ERP to design Excel-based reports to make everyone's job easier.
50%
reduction in month-end close time
300%
faster reporting
98%+
customer retention
Built for what controllers actually do
One tool for the full close cycle.
Velixo isn't built around a single workflow. Controllers use it across the entire close cycle: live P&L and balance sheet reporting, account and bank reconciliations, multi-entity consolidations, journal entry writeback, audit trail support, and automated report distribution to leadership. If you're currently using three separate processes to accomplish those things, Velixo replaces them all without replacing Excel.
Works with your ERP
Deeply integrated with the ERP you're already on.
Velixo is purpose-built for each supported ERP and goes deep. That means the functions, data objects, and security model are native to how your ERP actually works, not a workaround on top of an export file.
See what your close cycle looks like when the data is always live.
Most controllers who evaluate Velixo want to see it work before they involve anyone else. The product tour takes five minutes and shows you exactly what the reporting and reconciliation workflow looks like from inside Excel.
No IT involvement required to get started. Most teams are running live reports within a day.